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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1126
First Horizon Advisors
Tennessee
$86.2K -$1.73K -9 -2%
EBA
1127
Eagle Bay Advisors
New York
$85.6K -$767 -4 -0.9%
ICM
1128
Islay Capital Management
Texas
$85.6K
JGIA
1129
Jackson Grant Investment Advisers
Connecticut
$85.5K +$383 +2 +0.4%
AA
1130
Addison Advisors
Vermont
$85.1K
VIA
1131
Virtus Investment Advisers
Connecticut
$85.1K -$9.97K -52 -10%
DWA
1132
Dougherty Wealth Advisers
Minnesota
$84.3K
HIA
1133
Harbor Investment Advisory
Maryland
$81.3K -$190K -993 -70%
GEA
1134
Glen Eagle Advisors
New Jersey
$80.9K -$26.3K -137 -24%
RL
1135
Rogco LP
Oklahoma
$79.7K +$80.3K +419 New
DFA
1136
DHJJ Financial Advisors
Illinois
$78K +$78.6K +410 New
JWM
1137
Janiczek Wealth Management
Colorado
$75.2K +$50.6K +264 +202%
OA
1138
Operose Advisors
Wisconsin
$75.2K +$75.7K +395 New
AA
1139
Ancora Advisors
Ohio
$75.2K
VCM
1140
Versant Capital Management
Arizona
$73.6K
IBOK
1141
Independence Bank of Kentucky
Kentucky
$72.3K -$14.4K -75 -16%
MCM
1142
MV Capital Management
Maryland
$72.3K +$767 +4 +1%
M
1143
MOTCO
Texas
$70.8K +$57.1K +298 +403%
KA
1144
Kozak & Associates
Colorado
$69.3K +$383 +2 +0.6%
HDIM
1145
Hanson & Doremus Investment Management
Vermont
$69K
Loomis, Sayles & Company
1146
Loomis, Sayles & Company
Massachusetts
$69K +$2.3K +12 +3%
SCM
1147
Silvant Capital Management
Georgia
$68.1K
CCP
1148
Carmel Capital Partners
California
$64.9K +$65.4K +341 New
GWM
1149
Geneos Wealth Management
Colorado
$62.8K +$1.73K +9 +3%
PCTC
1150
Perkins Coie Trust Company
Washington
$62.2K +$7.86K +41 +14%